Aspire Growth Partners LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Aspire Growth Partners LLC reported 118 stock positions worth $136.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.9% of the portfolio, followed by Apple (AAPL, 7.7%) and Vanguard S&P 500 Value ETF (VOOV, 6.1%). Compared with Q2 2025, it opened 6 new positions, sold out of 2, added to 77 and reduced 31. The biggest buy was Regis (RGS, shares +120%) and the biggest sale Fiserv (FISV, shares −2%).

Most Recent 13F
Q2 2026
Location
MIROMAR LAKES, FL
CIK
0002055568
Portfolio Value
$136.8M (Q3 2025)
SEC Filing
0001951757-25-001233 ↗ filed Nov 3, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $102.2M Q4 2024 Q1 2025: $112.7M Q1 2025 Q2 2025: $122.1M Q2 2025 Q3 2025: $136.8M $136.8M Q3 2025 Q4 2025: $143.6M Q4 2025 Q1 2026: $145.7M Q1 2026 Q2 2026: $172.1M Q2 2026

Holdings 118 stocks · $136.8M

VOO Vanguard S&P 500 ETF 10.91% 24,369 $14.9M Add +7.2%
AAPL Apple Inc. 7.71% 41,452 $10.6M Reduce -0.4%
VOOV Vanguard S&P 500 Value ETF 6.15% 42,156 $8.4M Add +8.5%
MSFT Microsoft Corp. 5.36% 14,171 $7.3M Add +4.6%
QQQM Invesco Nasdaq 100 ETF 4.51% 24,952 $6.2M Add +12.4%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 3.98% 137,803 $5.4M Add +8.0%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 3.17% 103,043 $4.3M Add +8.0%
VTI VG Morningstar TS MKT ETF-US 2.46% 10,268 $3.4M Add +1.3%
JPM JPMorgan Chase & Co. 2.29% 9,918 $3.1M Add +0.7%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 2.05% 94,621 $2.8M Add +2.5%
WMT Walmart Inc. 1.87% 24,788 $2.6M Add +2.7%
AMZN Amazon.com Inc. 1.61% 10,024 $2.2M Add +7.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.47% 7,118 $2.0M Add +0.6%
GOOG Alphabet Inc. Class C 1.39% 7,831 $1.9M Add +11.6%
MPC Marathon Petroleum Corp. 1.32% 9,405 $1.8M Add +0.5%
XOM Exxon Mobil Corp. 1.25% 15,145 $1.7M Add +1.2%
USMV iShares MSCI USA Min Vol Fac 1.20% 17,284 $1.6M Add +0.4%
GOOGL Alphabet Inc. Class A 1.17% 6,596 $1.6M Add +0.2%
QQQ Invesco QQQ Trust Series 1 1.04% 2,375 $1.4M Reduce -1.0%
ETN Eaton Corp. PLC 0.94% 3,428 $1.3M Add +0.3%
V Visa Inc. Class A 0.93% 3,715 $1.3M Add +1.3%
LMT Lockheed Martin Corp. 0.91% 2,498 $1.2M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.86% 2,340 $1.2M Reduce -0.1%
TT Trane Technologies PLC 0.84% 2,740 $1.2M Add +0.2%
HD Home Depot Inc. 0.82% 2,769 $1.1M Add +0.9%
SHY iShares 1-3 Year Treasury Bo 0.81% 13,284 $1.1M Add +1.0%
CGGR Cap Group Growth Equity 0.80% 25,041 $1.1M Reduce -5.7%
T AT&T Inc. 0.75% 36,404 $1.0M Reduce -2.7%
MSI Motorola Solutions Inc. 0.74% 2,225 $1.0M Add +0.2%
IEMG iShares Core MSCI Emerging 0.72% 15,025 $990K Add +2.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.72% 7,604 $986K Add +2.1%
RGS Regis Corp. 0.69% 32,187 $938K Add +119.7%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.66% 26,172 $907K Add +9.9%
LLY Eli Lilly & Co. 0.65% 1,167 $891K Add +0.8%
HAL Halliburton Co. 0.63% 34,921 $859K Reduce -1.9%
EUSA iShares MSCI USA Equal Weigh 0.62% 8,193 $844K Add +0.4%
CRM Salesforce Inc. 0.58% 3,355 $795K Add +1.2%
ADI Analog Devices Inc. 0.57% 3,191 $784K Add +0.4%
UPGD Invesco Bloomberg Analyst Ra 0.57% 10,340 $774K Reduce -0.3%
AVGO Broadcom Inc. 0.56% 2,303 $760K Reduce -2.2%
CGCP Cap Group Core Plus Income 0.55% 33,290 $756K Add +112.0%
RSP Invesco S&P 500 Equal Weight 0.54% 3,863 $733K Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.52% 1,073 $715K Add +0.3%
GEV GE Vernova Inc. 0.52% 1,155 $710K Reduce -2.2%
APD Air Products & Chemicals Inc. 0.50% 2,485 $678K Reduce -0.4%
CME Cme Group Inc. 0.49% 2,474 $669K Add +0.5%
FISV Fiserv Inc. 0.47% 5,035 $649K Reduce -2.3%
MDT Medtronic PLC 0.46% 6,606 $629K Add +0.8%
MTUM iShares MSCI USA Momentum Fa 0.46% 2,453 $629K Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd 0.45% 2,424 $616K Add +3.5%
VZ Verizon Communications Inc. 0.45% 13,995 $615K Reduce -10.9%
JNJ Johnson & Johnson 0.45% 3,309 $614K Add +0.4%
GM General Motors Co. 0.45% 10,035 $612K Reduce -11.6%
STE Steris PLC 0.44% 2,429 $601K Add +0.9%
ABBV Abbvie Inc. 0.44% 2,584 $598K Reduce -4.1%
WCC Wesco International Inc. 0.43% 2,795 $591K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.41% 3,921 $567K Add +1.0%
MRK Merck & Co. Inc. 0.41% 6,733 $565K Add +1.0%
UNP Union Pacific Corp. 0.40% 2,333 $551K Add +0.6%
F Ford Motor Co. filed as FORD MTR CO 0.39% 45,047 $539K Reduce -25.8%
DRI Darden Restaurants Inc. 0.39% 2,783 $530K Add +0.7%
PFE Pfizer Inc. 0.38% 20,536 $523K Reduce -10.5%
VOOG Vanguard S&P 500 Growth ETF 0.38% 1,199 $522K Add +2.2%
VIG Vanguard Dividend Apprec ETF 0.38% 2,414 $521K Add +0.8%
CAT Caterpillar Inc. 0.37% 1,072 $511K Reduce -0.3%
ALL Allstate Corp. 0.37% 2,374 $510K Add +1.3%
SHW The Sherwin-Williams Co. 0.36% 1,410 $488K Add +0.9%
CB Chubb Ltd. 0.35% 1,720 $485K Add +0.3%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.35% 14,208 $479K No change
IBIT iShares Bitcoin Trust ETF 0.35% 7,363 $479K Add +22.7%
UNH Unitedhealth Group Inc. 0.35% 1,374 $474K Reduce -1.3%
TSLA Tesla Inc. 0.34% 1,033 $459K Reduce -3.7%
META Meta Platforms Inc. Class A 0.34% 625 $459K Add +2.0%
PG The Procter & Gamble Co. 0.32% 2,844 $437K Add +0.6%
GGG Graco Inc. 0.31% 5,050 $429K Add +66.1%
AMD Advanced Micro Devices 0.31% 2,627 $425K Add +0.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.30% 1,411 $414K Add +0.4%
SCHX Schwab US Large-Cap ETF 0.30% 15,610 $411K Add +0.3%
NUE Nucor Corp. 0.30% 3,021 $409K Reduce -21.6%
NXPI NXP Semiconductors NV 0.29% 1,720 $392K Add +1.4%
IVV iShares Core S&P 500 ETF 0.27% 556 $372K Reduce -13.4%
CVS CVS Health Corp. 0.27% 4,925 $371K Reduce -7.6%
IJR iShares Core S&P Small-Cap E 0.27% 3,080 $366K Add +0.4%
MU Micron Technology Inc. 0.26% 2,103 $352K Add +0.1%
REGN Regeneron Pharmaceuticals 0.26% 625 $351K Add +0.2%
GE General Electric filed as GE AEROSPACE 0.25% 1,141 $343K Reduce -10.4%
IWF iShares Russell 1000 Growth 0.25% 727 $341K Reduce -2.9%
FANG Diamondback Energy Inc. 0.24% 2,328 $333K Reduce -5.9%
CTMX Cytomx Therapeutics Inc. 0.24% 102,254 $326K No change
DXCM Dexcom Inc. 0.24% 4,839 $326K Reduce -0.3%
CMCSA Comcast Corp. Class A 0.23% 10,173 $320K Add +0.9%
BBY Best Buy Co. Inc. 0.23% 4,182 $316K Add +1.3%
MCD McDonald's Corp. 0.23% 1,014 $308K No change
BA The Boeing Co. 0.23% 1,428 $308K Reduce -5.4%
COST Costco Wholesale Corp. 0.22% 323 $299K No change
LHX L3HARRIS Technologies Inc. 0.22% 971 $297K Add +0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 2,521 $289K Reduce -4.0%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.20% 2,034 $280K Add +0.5%
RJF Raymond James Financial Inc. 0.20% 1,618 $279K Add +0.3%
O Realty Income Corp. 0.20% 4,575 $278K Add +0.6%

Show all 118 holdings

Portfolio Sells Q2 2025 → Q3 2025

FISV Fiserv Inc. Reduce -2.3% 0.47% −0.25
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.18
CI The Cigna Group Sold out 0.00% −0.17
F Ford Motor Co. Reduce -25.8% 0.39% −0.15
T AT&T Inc. Reduce -2.7% 0.75% −0.14
NUE Nucor Corp. Reduce -21.6% 0.30% −0.11
DXCM Dexcom Inc. Reduce -0.3% 0.24% −0.11
VZ Verizon Communications Inc. Reduce -10.9% 0.45% −0.11
APD Air Products & Chemicals Inc. Reduce -0.4% 0.50% −0.08
CGGR Cap Group Growth Equity Reduce -5.7% 0.80% −0.08
PFE Pfizer Inc. Reduce -10.5% 0.38% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 0.86% −0.07
DIS The Walt Disney Co. Reduce -4.0% 0.21% −0.06
IVV iShares Core S&P 500 ETF Reduce -13.4% 0.27% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -1.0% 1.04% −0.04
UPGD Invesco Bloomberg Analyst Ra Reduce -0.3% 0.57% −0.04
FANG Diamondback Energy Inc. Reduce -5.9% 0.24% −0.04
BA The Boeing Co. Reduce -5.4% 0.23% −0.03
CVS CVS Health Corp. Reduce -7.6% 0.27% −0.03
GE General Electric Reduce -10.4% 0.25% −0.02
QCOM Qualcomm Inc. Reduce -0.6% 0.17% −0.01
IWF iShares Russell 1000 Growth Reduce -2.9% 0.25% −0.01
GM General Motors Co. Reduce -11.6% 0.45% −0.01
UNH Unitedhealth Group Inc. Reduce -1.3% 0.35% −0.01
NEE Nextera Energy Inc. Reduce -0.5% 0.17% −0.01
BP BP PLC-Spons ADR Reduce -2.7% 0.19% 0.00
GEV GE Vernova Inc. Reduce -2.2% 0.52% +0.01
AVGO Broadcom Inc. Reduce -2.2% 0.56% +0.02
ABBV Abbvie Inc. Reduce -4.1% 0.44% +0.03
CAT Caterpillar Inc. Reduce -0.3% 0.37% +0.03
HAL Halliburton Co. Reduce -1.9% 0.63% +0.03
TSLA Tesla Inc. Reduce -3.7% 0.34% +0.06
AAPL Apple Inc. Reduce -0.4% 7.71% +0.72

Portfolio Buys Q2 2025 → Q3 2025

RGS Regis Corp. Add +119.7% 0.69% +0.42
QQQM Invesco Nasdaq 100 ETF Add +12.4% 4.51% +0.38
GOOG Alphabet Inc. Class C Add +11.6% 1.39% +0.37
VOO Vanguard S&P 500 ETF Add +7.2% 10.91% +0.33
CGCP Cap Group Core Plus Income Add +112.0% 0.55% +0.26
GOOGL Alphabet Inc. Class A Add +0.2% 1.17% +0.22
IQV Iqvia Holdings Inc. New 0.17% +0.17
VT Vanguard Tot World STK ETF New 0.17% +0.17
EA Electronic Arts Inc. New 0.16% +0.16
TSCO Tractor Supply Company New 0.16% +0.16
DE Deere & Co. New 0.15% +0.15
IJH iShares Core S&P Midcap ETF New 0.15% +0.15
VOOV Vanguard S&P 500 Value ETF Add +8.5% 6.15% +0.14
CGUS Cap Group Core Equity Add +8.0% 3.98% +0.12
GGG Graco Inc. Add +66.1% 0.31% +0.10
CGDV Cap Group Dividend Value Add +8.0% 3.17% +0.08
MPC Marathon Petroleum Corp. Add +0.5% 1.32% +0.05
IBIT iShares Bitcoin Trust ETF Add +22.7% 0.35% +0.05
MU Micron Technology Inc. Add +0.1% 0.26% +0.05
JNJ Johnson & Johnson Add +0.4% 0.45% +0.04
TJX TJX Companies Inc. Add +1.0% 0.41% +0.02
LHX L3HARRIS Technologies Inc. Add +0.4% 0.22% +0.02
WCC Wesco International Inc. Add +0.2% 0.43% +0.01
AMD Advanced Micro Devices Add +0.5% 0.31% +0.01
CGDG Cap Group Dividend Growers Add +9.9% 0.66% +0.01
BBY Best Buy Co. Inc. Add +1.3% 0.23% +0.00
RJF Raymond James Financial Inc. Add +0.3% 0.20% +0.00
IEMG iShares Core MSCI Emerging Add +2.2% 0.72% +0.00
VOOG Vanguard S&P 500 Growth ETF Add +2.2% 0.38% +0.00
CGXU Cap Group Intl Focus Add +2.5% 2.05% −0.00
HD Home Depot Inc. Add +0.9% 0.82% −0.00
VB Vanguard Most SM-Cap ETF-Usd Add +3.5% 0.45% −0.00
JPC Nuveen Prefered & Income Opp Add +2.5% 0.07% −0.01
IJR iShares Core S&P Small-Cap E Add +0.4% 0.27% −0.01
CGGO Cap Group Global Growth Add +0.9% 0.20% −0.01
MDT Medtronic PLC Add +0.8% 0.46% −0.01
DIVO Amplify CWP Enhan Divid ETF Add +1.6% 0.18% −0.01
HWM Howmet Aerospace Inc. Add +0.1% 0.16% −0.01
SCHX Schwab US Large-Cap ETF Add +0.3% 0.30% −0.01
O Realty Income Corp. Add +0.6% 0.20% −0.01
REGN Regeneron Pharmaceuticals Add +0.2% 0.26% −0.01
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +0.5% 0.20% −0.01
ALL Allstate Corp. Add +1.3% 0.37% −0.01
GILD Gilead Sciences Inc. Add +0.7% 0.16% −0.02
NXPI NXP Semiconductors NV Add +1.4% 0.29% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.52% −0.02
MRK Merck & Co. Inc. Add +1.0% 0.41% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.4% 0.30% −0.02
EW Edwards Lifesciences Corp. Add +1.6% 0.18% −0.02
VIG Vanguard Dividend Apprec ETF Add +0.8% 0.38% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 128$172.1MVOO, VOOV, AAPL, QQQM, CGUS
Q1 2026 121$145.7MVOO, VOOV, AAPL, QQQM, CGUS
Q4 2025 123$143.6MVOO, AAPL, VOOV, MSFT, QQQM
Q3 2025 118$136.8MVOO, AAPL, VOOV, MSFT, QQQM
Q2 2025 114$122.1MVOO, AAPL, VOOV, MSFT, QQQM
Q1 2025 113$112.7MVOO, AAPL, VOOV, MSFT, QQQM
Q4 2024 99$102.2MVOO, AAPL, VOOV, MSFT, QQQM